Automatically save attachments when saving emails to CRM
Important
This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Microsoft Copilot for Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | 
Jun 30, 2024 |
Business value
Attachments, whether from emails or meetings, hold crucial context such as requests for proposals (RFPs). It's vital to ensure these documents seamlessly stay linked with emails when saved to the CRM platform. By preserving this context, you enhance your ability, as a seller, to access vital information effortlessly, fostering deeper insights and smoother collaboration.
Feature details
When you save an email to your CRM platform from Copilot for Sales, any attachments are automatically saved along with the email. This helps you stay informed on both the email content and the useful information in attachments.
